Insights & Observations

Stay Informed

As a business owner you’re busy creating your own success. To help you stay informed we share our insights and observations regularly through our blog. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.

  • retirement plan sponsors

    The SECURE Act: What individuals, business owners and retirement plan sponsors need to know

    Business owners, especially smaller employers, now have more incentives and options to offer retirement savings plan.  Individuals have additional opportunities to grow their retirement savings.  Signed in to law by the President on December 20, 2019, The SECURE Act (‘Setting Every Community Up for Retirement Enhancement”) brings the most significant pension reform in more than… [Read More]

    Want to learn more?

    Contact us